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Advisor Group’s HCI Group HCI Stock Holding History

Advisor Group’s Portfolio HCI Stock Details HCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$37K Hold
812
– – ﹤0.01% 3615
2019
Q3 		$34K Buy
812
+500
+160% +$20.6K ﹤0.01% 3657
2019
Q2 		$13K Sell
312
-500
-62% -$20.8K ﹤0.01% 4216
2019
Q1 		$34K Buy
812
+312
+62% +$14.4K ﹤0.01% 3642
2018
Q4 		$25K Hold
500
– – ﹤0.01% 3655
2018
Q3 		$22K Hold
500
– – ﹤0.01% 3826
2018
Q2 		$21K Hold
500
– – ﹤0.01% 3682
2018
Q1 		$19K Hold
500
– – ﹤0.01% 3710
2017
Q4 		$15K Buy
+500
New +$16.6K ﹤0.01% 3855
2017
Q3 		– Sell
-135
Closed -$6K – 4888
2017
Q2 		$6K Sell
135
-277
-67% -$12.6K ﹤0.01% 4172
2017
Q1 		$19K Buy
412
+212
+106% +$9.32K ﹤0.01% 3391
2016
Q4 		$8K Buy
+200
New +$6.39K ﹤0.01% 3725

Other funds holding HCI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return
FP
Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Advisor Group's HCI Position: Q4 2019 in Review

Advisor Group held its HCI Group (HCI) position steady in Q4 2019 at 812 shares worth $37K. The position accounts for ﹤0.01% of the portfolio, ranked #3615.

Advisor Group first reported a position in HCI in Q4 2016 and has held it in 12 quarters since. 111 funds tracked by Wall St. Rank hold HCI as of Q4 2019.

  • Advisor Group held 812 shares of HCI Group worth $37K as of Q4 2019.
  • Advisor Group left its HCI Group share count unchanged in Q4 2019.
  • HCI Group made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3615 holding.
  • Advisor Group first reported a position in HCI Group in Q4 2016 and has held it in 12 quarters since.
  • 111 funds tracked by Wall St. Rank held HCI Group as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.